Thursday 9th July 2020
INSight #11 with Ashton Reid from Martin Currie
Ashton Reid from Martin Currie shares insights with Giselle Roux from The Inside Network on what red flag would stop you investing.
Market struggles to maintain gains, Crown Sydney approved, coal remains in focus
The positive sentiment couldn’t be maintained on Wednesday with weakness in the technology and financial sectors sending a 0.5 per cent gain to a 0.2 per...
A new supercycle?
The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...
The three steps that matter for contrarian investors in the 'zero-sum game'
Contrarian investors are adept at spotting misalignment that leads to arbitrage between real value and perceived value. But it isn't easy. "True bargains are...
AI isn’t coming for your job. It's coming for your mind
Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it.
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Daily Market Update: 20 March 2026
ASX (ASX:XJO) tumbles 1.7% as oil surge and rate fears wipe $50bn from market; energy soars, gold miners crushed The Australian sharemarket tumbled on Thursday...
The wholesale loophole: same game, different name
While much progress has been made in the professionalism of advice, Jamie Nemtsas argues that the wholesale loophole threatens to unravel the industry.